23rd October 2021

Fundraising at record levels

Jonathan Davis and Simon Elliott review the week

Jonathan Davis, editor of the Investment Trusts Handbook, and Simon Elliott, head of investment trust research of Winterflood Securities, review the main announcements and market movements in the latest edition of our free weekly investment trust podcast.

Trusts mentioned this week (with tickers) include: Asia Dragon Trust (DGN), Drum Income Plus REIT (DRIP), Fidelity Emerginig Markets (FEML), Gresham House Strategic (GHS), JP Morgan European Investment Trust (JETG/JETI), JP Morgan Global Growth and Income (JGGI), Third Point Investors (TPOU), Alinda Capital Infrastructure Investments, Greencoat Renewables (GRP), Life Science REIT, Supermarket Income REIT (SUPR), JP Morgan Multi Asset Growth and Income (MATE), Scottish Oriental Smaller Companies (SST), Gabelli Merger Plus+ Trust (GMP), Golden Prospect Precious Metals (GPM), AEW UK REIT (AEWU), BMO Commercial Property Trust (BCPT), GCP Student Living (DIGS), Target Healthcare (THRL).

If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor’s notebook. This week the Circle features a profile of Allianz Technology, and Jonathan talks to Ian Lance and Nick Purves of Temple Bar about the outlook for their value approach.

For more information about the Money Makers circle, please follow this link. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 80 podcasts since launch.

00:18 – Review of the week
02:11 – Corporate news
26:22 – Fundraising
33:03 – Results
39:43 – Results (property)
46:10 – Money Makers Circle
46:42 – Discussing the year’s fundraising
50:33 – Close

These podcasts are part of a series of regular interviews with leading figures in the investment world, brought to you by the Money Makers team. We are an independent research and publishing venture committed to providing high quality investment information and resources. You can sign up here to be notified about the latest podcasts in the weekly series.  Please note that the podcasts should not be regarded as personal financial advice, but are provided for information and background only. Disclosures about the trusts for which Winterflood Securities act as corporate broker and the editor’s personal holdings of investment trusts can be found here. Our podcasts are also available on the Association of Investment Companies website (www.theaic.co.uk). The producer of the podcasts is the brilliant Ben Gamblin – more details on him here.

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Jonathan Davis

Jonathan Davis

Jonathan Davis started  his career as a financial journalist on The Times, Sunday Telegraph and The Independent before qualifying as a professional investor. He is a Member of The Chartered Institute for Securities and Investment and the author of several books on stock market investment, as well as editor of the annual Investment Trusts Handbook and a senior adviser at Saunderson House.

Simon Elliott winterflood edited v2

Simon Elliott

Simon Elliott has covered the investment trust sector since 2002 when he joined Winterflood Securities. Since 2008 he has headed the research team, which has been highly rated in subsequent Extel Surveys. Simon started his career with PWC, qualifying as a chartered accountant in 1998, before working in industry for three years. He completed a MBA with the Cranfield School of Management in 2002.

BGPS Profile Square 2020 (750px)

Ben Gamblin

Ben Gamblin is the producer of the weekly Money Makers investment trust podcast and has many years of experience in radio and podcast production. This is a link to his professional website.

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